CIK: 0001451623
申报总市值
US$100.6亿
仅显示前 200 大持股（共 733 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.67% | — | +202.10% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.50% | -0.48% | +0.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | -0.62% | +7.20% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.75% | — | +26.06% | |
| 5 | NEE | Nextera Energy INC | 股票-公用事业 | 1.69% | — | +1.78% | |
| 6 | HYBB | Ishares Bb Rated CORP Bond | ETF-投资级公司债 | 1.67% | -0.19% | +64.66% | |
| 7 | AEP | American Electric Power | 股票-公用事业 | 1.35% | — | +2.59% | |
| 8 | WEC | Wec Energy Group INC | 股票-公用事业 | 1.31% | — | -4.00% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.29% | — | +16.49% | |
| 10 | ACN | Accenture plc | 股票-科技 | 1.29% | -0.19% | +3.38% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.25% | — | +19.44% | |
| 12 | ABBV | Abbvie INC | 股票-医疗保健 | 1.17% | — | +2.59% | |
| 13 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.17% | -0.35% | +11.62% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | — | +9.49% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.02% | — | +5.35% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | +0.17% | -7.90% | |
| 17 | EVRG | Evergy INC | 股票-公用事业 | 1.00% | — | +1.87% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 0.99% | -0.19% | +5.99% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.99% | -0.16% | +235.96% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.98% | — | +3.19% | |
| 21 | IDA | Idacorp INC | 股票-公用事业 | 0.98% | — | +0.71% | |
| 22 | XEL | Xcel Energy INC | 股票-公用事业 | 0.97% | — | +0.93% | |
| 23 | DG | Dollar General CORP | 股票-非周期性消费 | 0.97% | — | +0.97% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.97% | — | +10.00% | |
| 25 | CMS | Cms Energy CORP | 股票-公用事业 | 0.96% | — | +2.06% | |
| 26 | BKH | Black Hills CORP | 股票-公用事业 | 0.95% | — | +1.15% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.94% | — | +6.89% | |
| 28 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.91% | — | +1.80% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | — | -1.25% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.88% | — | +4.16% | |
| 31 | ITW | Illinois Tool Works | 股票-工业 | 0.87% | — | +3.30% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.82% | — | +6.01% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.82% | +0.20% | +5181.18% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.79% | — | +10.11% | |
| 35 | SO | Southern Co/the | 股票-公用事业 | 0.77% | — | +2.48% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | — | +10.66% | |
| 37 | AWK | American Water Works Co INC | 股票-公用事业 | 0.71% | — | +28.62% | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.70% | — | +19.33% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.68% | — | +13.80% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | — | +12.99% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +14.31% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.62% | — | +11.80% | |
| 43 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.61% | — | -31.73% | |
| 44 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.60% | — | +7.09% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.60% | — | +3.44% | |
| 46 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.59% | — | — | |
| 47 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.58% | — | +3.14% | |
| 48 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.57% | — | +0.65% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.56% | — | +1.73% | |
| 50 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.55% | — | +2.40% |